Carlin Wealth Management at Morgan Stanley

Adam E. Carlin is Managing Director and Senior Portfolio Management Director at Morgan Stanley Private Wealth Management. His group currently advises on approximately $6 billion* in assets for a select group of ultra-high net worth individuals and families, endowments, pension funds as well as for-profit and not-for-profit institutions.

From 2006 to 2009, he was selected for Research magazine’s "Winner’s Circle State-by–State" ranking of the top advisors in America until Barron’s acquired the Winner’s Circle Organization and began its own ranking list from 2009 on. Since then, Barron’s magazine has consistently named him one of the top advisors in the country as well as in the State of Florida. Adam has also been an annual member of Forbes Top Wealth Advisors from its commencement in 2016 as well as Forbes Best in State Advisors from its induction in 2018. In addition, Adam’s team, Bermont Carlin Wealth Management, has been named to Barron’s Top 100 Private Wealth Teams in the country each year since its inaugural listing in 2019, and to Forbes America’s Top Wealth Management Teams and Best In State Wealth Management Teams each year since established in 2022 and 2023 respectively.

Adam is an active supporter of education, having taught at both the undergraduate and graduate levels at the University of Miami’s School of Business Administration. In 2006, he co-founded and helped underwrite the MBA Ethics Fellow Internship Program at the University of Miami, for which he also co-founded and underwrote the Bermont/Carlin Group Undergraduate Scholars Program in support of the University’s most outstanding students majoring in finance.

In addition to his professional responsibilities, Adam is involved in a wide range of community activities. He currently serves as a member of the Board of Trustees of the University of Miami as well the University of Miami’s Sylvester Comprehensive Cancer Center Board of Overseers (for which he is the Chair of the Board), and the University of Miami’s Frost School of Music Dean’s Advisory Board. Adam is also a member of the board of New World Symphony (for which he is a Vice Chairman of the Board), The Buoniconti Fund to Cure Paralysis and The Dolphins Challenge Cancer (DCC) Advisory Board. Adam is a member of the George E. Merrick Society at the University of Miami. Furthermore, in recognition of his continued support, Adam holds La Table Ronde d’un Million de Dollars at United Way Miami. In 2011, Adam was also named Champion of Community Spirit by Cancer Support Community Greater Miami, as well as being recognized as one of Ronald McDonald House’s ‘12 Good Men’. In 2014, Adam and his wife Chanin founded the annual Carlin Family Prom at Nicklaus Children’s Hospital, providing children and their parents with a safe environment to have fun regardless of their current medical condition. That year, Adam was awarded the prestigious Morgan Stanley Community Leadership Award, honoring those employees who have consistently exhibited leadership both within Morgan Stanley as well as within their community. In 2015, the Coral Gables Community Foundation awarded Adam their Arts & Culture Award for his continued commitment to Arts & Culture within the South Florida community. In 2017, University of Miami’s School of Business Johnson A. Edosomwan Leadership Institute presented Adam its Excellence in Leadership Award. In 2022, The Education Fund presented him with the Public School Alumni Achievement Award. Most recently in 2023, United Way Miami presented Adam with the Essie Silva Community Builder Award.

*As of 7/31/24

Jason Goldstrich is a Portfolio Management Director at Morgan Stanley Private Wealth Management. As a Private Wealth Advisor of The Carlin Wealth Management Group, he manages assets for ultra-high net worth individuals and families, endowments, as well as for-profit and not-for-profit institutions guiding them towards the realization of their financial objectives. As a member of Morgan Stanley’s boutique Private Wealth Management division, Jason’s team offers access to specialists within niches such as estate planning, lifestyle advisory, and philanthropic management. This access alongside the team’s investment management capabilities collectively provides a curated and bespoke experience for clients. Jason has also been recognized by Forbes Best in State Advisors from 2022 as well as Forbes Next Gen Advisors from 2021. The Carlin Wealth Management Team has been named to Barron’s Top 100 Private Wealth Teams in the country each year since its inaugural listing in 2019, and to Forbes America’s Top Wealth Management Teams and Best-In-State Wealth Management Teams each year since established in 2022 and 2023 respectively. Prior to joining the Group, Jason worked at Wells Fargo and Deutsche Bank in Investment Banking.

A Miami native, Jason graduated from the University of Florida with a bachelor’s degree in Finance and from the University of Southern California’s Business School with an MBA.

Jason is active in his community serving on the Orange Bowl Committee, a member of Morgan Stanley’s Regional Council amongst other endeavors. He lives in Coral Gables with his wife Katie Henriques and their two young children. In his spare time, he enjoys playing chess and pickleball.

I strive to guide individuals, families and businesses toward their investment goals through a consultative approach and an impeccable service experience. My role as a professional guide for all financial matters impacts our clients’ lives in exceptionally meaningful ways by helping navigate through the complex and often perilous tasks of effectively managing their wealth.

With over 20 years of experience in the financial industry, I am involved in all aspects of clients' financial lives, including wealth management, risk management, insurance planning, estate planning, tax planning and lending needs. I serve families who are looking for a trusted, single-source solution that can best manage their diverse financial needs.

I live in Pinecrest, FL with my wife, two sons and our dog. I enjoy exercising, painting, traveling and spending time with my family. I also work to create awareness and raise funds for various breast cancer foundations.

A member of the Carlin Wealth Management at MS since 2001, Brian Exelbert is a designated Financial Planning Specialist who works with the team’s clients to design and implement highly customized strategies based on their precise needs and goals. 

As a native of Miami, Brian graduated from the Florida State University with a B.S. in Finance.  Brian is an active supporter of the arts and education, and currently serves on the Make-A-Wish Foundation Champion’s Board.  He was a member of the Friends of New World Symphony Executive Committee, a past President of the South Florida Chapter of the Juvenile Diabetes Research Foundation and has been involved with fundraising campaigns to save the Olympia Theater at the Gusman Center.

Brian lives in Coconut Grove with his wife and two children. In his spare time he enjoys traveling, reading, yoga, playing soccer, and CrossFit.

David has been with Morgan Stanley since 1997. He was previously an attorney with Steel Hector & Davis for 6 years practicing in both commercial litigation and corporate groups.

David has been a board member of the Coral Gables Community Foundation for the past 12 years, he has served as the Foundation’s treasurer and currently serves as the co-chair of the Foundation’s Community Giving Committee.

He also serves as a member of The Georgetown University College Board of Advisors.

David graduated with a B.S. in Psychology from Georgetown University and a J.D. from Duke University Law School.

Charles Schifano is an Executive Director and Portfolio Manager Specialist at Morgan Stanley Private Wealth Management. Before joining Carlin Wealth Management at MS, Charlie started his career at Morgan Stanley in 1991 on the Mortgaged Backed Security Sales Desk and later as Liability Manager for 5 MBS hedge funds. In 1995 Charlie Joined Citigroup Asset Management as a Fixed Income Fund Manager, responsible for managing / co-managing over $4Bln in investment grade mutual funds and separately managed accounts. In 2002 Charlie joined UBS Wealth Management on the Fixed Income Relationship Management Team. In 2007, Charlie re-joined Morgan Stanley in Capital Markets and was responsible for Fixed Income Regional Sales and most recently as Senior Market Strategist / Client Portfolio Manager. Charlie graduated Cum Laude from West Chester University of Pennsylvania

Luisa Arias Baker combines our group’s intellectual capital and extensive knowledge of each of our client’s individual needs along with our firm’s institutional planning resources to help marry the implementation of customized investment strategies within the context of each client’s personal goals.

Prior to joining the group, Luisa held the position of Financial Planning Director for the entire Miami Region. In this role, she led planning for over 300 advisors and their global clientele. She has her undergraduate degree in Economics from Harvard University and was a visiting student at the University of Oxford where she focused on Development Economics and Machine Learning. As a passionate advocate of financial literacy for women, Luisa is currently the Chapter Leader for Women in Wealth for Morgan Stanley Miami and a member of 100 Women in Finance and the Women's Bond Club. She is also on the Associate Board of the Council of Economic Education and is an Executive Committee Member of LINC United Way.

Prior to Morgan Stanley, she worked as a Research Analyst at a Fundamental Value Hedge Fund. In her spare time she enjoys tennis, squash, golf and traveling with her husband.

William is the COO of The Carlin Wealth Management and a Vice President with over 20 years of experience in managing business operations. His career at Morgan Stanley started in 2014 as a Business Service Officer for the Coral Gables Complex. In his current role as the Chief of Staff, he manages the day-to-day logistics including the administrative, operational and client service model for the team.

Born and raised in South Florida, William earned a Bachelor of Science degree in Finance from Florida State University. He holds his Series 7, 63/65, 9 & 10 licenses.

In his spare time, William enjoys going to the beach, fishing, cooking and spending time with family and friends. He is an avid sports fan and enjoys attending live music events.

Anuka Serrano has over 24 years of experience in the financial services industry. Prior to being a Wealth Management Associate with the team, she held roles as in the Operations Department at Morgan Stanley and worked at a CPA firm as an accounting assistant. She currently holds her FINRA Series 7 / 63 licenses and is fluent in English and Spanish. She studied Psychology and Education at Miami Dade College. She likes to volunteer at her kids school.

Anuka enjoys spending time with her kids, vacationing with her family and cheering on her kids at baseball and dance.

Lester Dominguez has been a member of The Carlin Wealth Management Team since 2013, and with Morgan Stanley since 2011. Prior to joining the group, Lester started his career in 2002 with First Union National Bank.

Lester primary works as a Senior Associate to Adam E. Carlin, where he specializes in client credit product needs, equity trading, and stock derivatives. Additionally, he assists the client support team in delivering a high level of operational and administrative service.

Lester carries his Series 7, 6, 63, & 65 Licenses and has over 20 years of experience in the finance industry.

Lester lives in Miami with his wife Laura and their 5 children. In his spare time, he enjoys playing golf, basketball, and watching college football.

Eduardo Gutierrez joined The Carlin Wealth Management Team on February 2014 as a Client Service Associate. Eduardo’s primary role within The Carlin Wealth Management Team is providing client service and operational support.

Eduardo currently holds the Series 7 and 66 licenses. He graduated from Florida State University with a BA in Finance. Outside of work, Eduardo enjoys playing with his nephews, following the markets, and sushi.

Zivko co-leads the team’s investment group. With a focus on Alternative Asset manager due diligence, manager selection, discretionary portfolio management and analytics, Zivko helps our clients develop and manage asset allocation strategies in-line with their risk tolerance and investment objectives. Zivko joined Morgan Stanley in 2011 and The Carlin Wealth Management Team in 2015.

Previously Zivko worked as a Vice President at Astor Advisory Group and as a Principal at HedgeCo Securities, where he was responsible for maintaining relationships with institutional investors both in the US and globally, as well as raising assets for various Hedge and Private Equity Funds. Zivko is fluent in several languages, including Spanish, German, Macedonian, and Serbo-Croatian. He lives in Miami with his wife and daughter and enjoys practicing and competing in Jiu-Jitsu.

Sheily has Financial Industry experience since 2013 and previously worked at Citibank as a Service Associate prior to joining the team in 2021. As a Client Service Associate Sheily is responsible for assisting our clients with their day-to-day operational and administrative needs. Sheily is a graduate of Florida International University in Miami, FL where she received her BBA in Marketing, with a minor in Spanish Language and Literature. In 2015, she studied abroad in Salamanca, Spain where she completed her minor in Spanish. Sheily is also fluent in English and Spanish. When she isn't in the office, she enjoys painting, traveling, cooking and DIY home improvement projects.

Delia Fung has been with Morgan Stanley since 2018 as a Registered Client Service Associate. Her primary focus is offering operational and administrative support, enhancing client relationships, and providing first-class service to clients.

She has been in the financial services industry since 2013. Prior to joining the firm, she worked at Santander Private Banking servicing High Net Worth clients from Latin America.

Delia graduated from Florida International University with a Bachelor’s degree in Business Administration. She is fully licensed holding her Series 7 and Series 66.

Andrew Swanson is a Client Service Associate and Marketing Strategist who partners with tenured Private Wealth Managers, Commercial Bankers, and Owner-Developers to enhance the overall relationship. After spending over 2 decades in banking, finance, and investments working for multi-billion international companies, Andrew knows what truly drives conversations, successful sales campaigns, and client interviews – and it’s not mastering the marketing flavor of the week. It’s how well you connect with the heart-beating people you’re trying to help and communicate your understanding back to them.

Andrew is well traveled and has been to many places around the world, and continues to explore new places and establish fresh relationships. In addition to being a seasoned traveler, Andrew is a native to the South Florida area and is an avid sports fan, fisherman, and golfer. Andrew attended Gulliver Preparatory and is active Alumni Board member.

Andrew carries his 7, 66, and 214 (Life Including Variable Annuity) Licenses.

Brenda Berisso has over 15 years of experience in the financial services industry. Prior to being a Portfolio Associate with the team, she held roles as Sr. Operations Specialist and Registered Client Service Associate. She currently holds the following registrations with FINRA: the Series 7, 63, and 66. She is fluent in English and Spanish.

Brenda enjoys spending the time with her children and volunteering at Church.

Monica Balda started her career at Morgan Stanley in Nov 2021 as a Registered Client Service Associate.

Monica has lived most of her life in Miami and received her BA and Master’s degree in International Business at Florida International University. She then attended the University of Miami and received a Master of Science in Finance degree (MSF) in 2019.

She is a mother of 5 and has been married to her husband for over 20 years. She enjoys live concerts, watching movies and her favorite sport is soccer; though she does enjoy watching college football too (Go CANES!)

Alexander Recalde joined The Carlin Wealth Management Team in 2023 as a Client Service Associate. Prior to joining Morgan Stanley, he worked at Wells Fargo Advisors as an analyst where he created Asset Allocation Models as well as building portfolios that were implemented by some of the top Wealth management teams. Alexander graduated from Florida International university with a BBA majoring in Finance and has a degree in international bank management as well. Alexander is fully fluent in Spanish and English and is fully licensed holding his series 7 and 66.

Yasmany “Manny” Baldriche joined Morgan Stanley in 2022 as a registered client service associate. In 2024, he transitioned to The Carlin Wealth Management Team bringing his expertise in the financial services industry. He developed a passion for the financial markets while in college and has worked in the banking industry since 2015. Prior to joining Morgan Stanley, Manny worked at Bank of America as a relationship manager and lending specialist responsible for deepening client relationships and providing tailored financial solutions. He obtained his Bachelors in Finance from Florida International University and holds the series 7 and 66 licenses. He is fluent in English and Spanish.

Manny enjoys live sports events, water activities out at sea, and playing chess.

Jan Strusinski serves as the team’s designated Financial Planning Specialist. In this role he aids our clients by helping create, adopt, and implement custom financial plans, specially tailored for their individual needs.

Prior to joining the team, Jan served as a Wealth Advisory Associate where he partnered with 150 advisors across 4 offices, using his training in finance, wealth planning, investment strategies, and investment products to provide personalized wealth management guidance to help clients prepare for their financial future. A Miami native, Jan received his undergraduate degree from the University of Florida and went on to earn a Master of Science in Finance from the University of Miami.

In his spare time, Jan enjoys exercising, cooking, time spent with friends & family, and Gator football.